Information & Education

The Market: Chin Music

The first quarter of 2015 is, thus far, looking a lot like ‘14. Our 2015 market is waiting with great anticipation to see what the Federal Reserve Board has in store.

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“We’ve Come So Far…and the Future Looks Bright”

Before we take a look towards the future, let's reflect on where we have been.

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What Tibble V. Edison Means for Your 401(K) Plan

What if you could purchase your investments at “cost” but instead were forced to buy at full retail markup? Edison International employees didn’t like it and fought back. Their fight may change the playing field for all of us.

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Contrary to Popular Belief…The Sky is Not Falling

What just happened? Does a modest Market correction have us running for the hills? What is really going on?

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The King is back, so is the Market

Encouragingly the second quarter has done an about face with May and June proving to be two of the best months of the year, with broad participation across all global equity markets. So what is going on?

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In Like a Lamb, Out Like a Lion

2014 began with a whimper, and a tremendous sell-off that saw the market drop by slightly more than 7%, but gave way to a "lioness" recovery that offset most previous losses.

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Let the Good Times Roll

As 2014 begins we all wonder: can we possibly repeat 2013? The Dow Jones Industrial Average returned 29.7% last year and the S&P 500 was up 32.3%.

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Social Security — will it still be there when I retire?

The question everyone loves to debate. Baby boomers entering retirement is game changer.

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Fourth Quarter, 2013 Review

Led by the U.S., global stock markets marched higher. All of the major U.S. stock market indices were up over 30%. However, not all asset classes shared the same success.

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Is 80 the New 60 when it comes to retirement?

The question retirement specialists are asked most often is: "do I have enough money to retire?"

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Latest Updates & Information

Third Quarter Market Insights

Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.

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3rd Q Market Insights

Check out the Third Quarter Market Insights led by Beth Spurry, CFP, CTFA.

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2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

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Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

Watch video here